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  • Blog Post: Where do you want your cheese to be ?

    The world is going through a period of change. Boom & bust cycles are a fact of life but this time, some say, it is unprecedented change. Fundamental assumptions are changing & continue to do so. Arguably, unlike previous recessionary times, these changes are happening faster & reaching further...
  • Blog Post: Workflow Training From the Sage University (March to June 2009)

    Sage University have a some live instructor led Virtual Classroom training course taking place that cover Workflow. These Virtual Classroom courses are designed for SageCRM consultants who are responsible for customizing the SageCRM client. Delegates will learn how to generate a workflow component through...
  • Forum Thread: Hi all

    hi, my problem is when create secondary entity the workflow didn't display i am do every thing like passing parameter and add field workflow id ......................etc https://community.sagecrm.com/user_community/f/84/p/4582/10862.aspx https://community.sagecrm.com/partner_community...
  • Forum Thread: Scripts in E-mail recipient fields

    Hi Can you enter scripts into the e-mail recipient fields to return a user? I want to use the Send E-mail functionality in my Lead Workflow, whenever leads get re-assigned, to notify the relevant Territory Manager that leads have been reassigned to their Sales Consultants. To illustrate what...
  • Forum Thread: NEED THIS COMMUNITY'S ASSISTANCE

    - Is there a publication available that can guide us through the Implementation process in detail? Shall appreciate your inputs and promise to take the best contributor to the best restaurant in Bangalore for Dinner. Cheerio. JJ
  • Forum Thread: TIME VALIDATION IN JAVASCRIPT CONDITION FOR WORKFLOW

    Hi, I have a problem inside javascript condition of the workflow. I have a a parent state and 2 child state for the parent state.Based on the condition it should go to one of the child state from the parent state. I am giving the following condition to validate the path of the workflow in the 2...
  • Forum Thread: How to get current entity field value in workflow

    hi all! How to get current entry field value in onchangescript within workflow ? thinks!
  • Forum Thread: Progress Note box Length

    Hi all There are a couple of posts surrounding progress notes, but I could find the answer I was looking for hence the post. On the tracking tab, the list of progress notes are displayed along with the date / time created and the person that created them. In the screen shot below you can see...
  • Forum Reply: Re: Setting Specific Field Values on Opportunity (Workflow) Selection

    I have a field, oppo_type in my Opportunities Entity and it's displayed in the OpportunityDetailBox I also have this created in the OpportunityProgress Secondary Entity Now, I have my After Market Workflow and when I have my primary rule set and an action to make the type_oppo default...
  • Forum Thread: Hiding Workflow rules from certain territories

    Hi, I am trying to hide a workflow rule from certain territories, but the scripts I am running end up displaying for all, or hiding for all. Please could someone take a look and advise where I am going wrong? Some of the scripts I have used are below; var intUserID = CurrentUser.user_PrimaryTerritory;...
  • Forum Thread: Cancel Button sage crm

    Hi, i wanna as about Cancel Button What is the ASP Code Or Code In Location that Cach the Cancelation when press cancel how to detect that cancel button pressed thanks
  • Forum Thread: Uploaded Leads not on Workflow

    Hi Sage CRM v.7.1. I have uploaded a lead using the Data Upload, but the workflow actions do not appear on the right. This means the lead is not on the workflow. I my case, leads are only put on the workflow if added manually. Problem is that I have about 1500 leads, and thus cannot add them...
  • Forum Thread: SMS to Person - is it supposed to work?

    Hail the Herbalists! Can Sage CRM be made to send an SMS to a person from a workflow rule? The workflow rules include a 'Send SMS Message' action and mine looks like this: The mobile phone number is hard coded for testing purposes. The rule is a global rule and when I click the rule...
  • Forum Reply: Re: Escalation of Two Different Entities (dual escalation?)

    I'm beginning to wrap my head around this. I booted up MS SQL Server Mgmt Studio and I started running these queries. That's some cool stuff! After going through my results, there's a few factors that aren't being implemented: The oppo_status = 'Ordered' (where would you...
  • Forum Thread: Case status field

    Hello, we're reviewing with customer their needs on customer support. They marked some fields from the standard as not needed, so we'll remove them from new incident screen. They noted an incident has a 'stage' and a 'status', and decided to keep one and drop the other. Here they...
  • Forum Thread: Copy Workflow

    Hi, Is there a script or some method of copying a workflow? I want to make a copy of a workflow and work on the copy.. That way I can have a backup workflow that I can re-activate if the new one does not work. It is a very large workflow and I dont want to have to recreate it again.
  • Forum Thread: Integrate CRM with ERP

    Hi, One of our client needs to integrate CRM with ERP in case workflow action. At any one of the workflow stage they wants to open ERP login page and raise 'Purchase orders' or any other transactions. For this I create one URL data type field and insert in that stage, but there is no link available...
  • Forum Thread: Linking CRM appointments to Outlook calendars in a public folder.

    My service department creates Tech appointments in a public calendar in Outlook, and anyone in the company can see the schedule. The only problem is when a company calls on the status of that appointment, there's no way to search the day's appointments for that company unless you click on every...
  • Forum Thread: Assign oppo_assigneduserid using OnChange Script

    In a workflow I need to assign a different userid to oppo_assigneduserid, depending on the value of oppo_priority (but the user still should be able to change the assigned user manualy). My OnChange Script for oppo_priority (I know - should be using CASE ...) This is in User Content with window...
  • Forum Thread: Workflow buttons not appearing after enabling the workflow for a custom entity

    Use the technique mentioned in the following article, https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/12/23/adding-workflow-capability-to-a-secondary-or-custom-entity.aspx I enabled the workflow for a custom entity. But the workflow buttons are not appearing...
  • Forum Thread: Workflow simple question

    Just wanted to know how to accomplish a simple goal. I've got custom entity PROJECT. A project has a status field and the goal here is, as soon as a project is marked as COMPLETE, a given CRM person receives a notification about, so he can go ahead and create pending invoices for the project. I assume...
  • Forum Thread: Adding email in Primary Rule in opportunity creation increasing time of opportunity creation.

    I created a workflow and it worked great. Clicking save moved it right along. The people that the opportunity was assigned to wanted to have an email sent to them when a new opportunity was created for them. So I added a template that sent an email to the person assigned the opportunity. Now when...
  • Forum Thread: New Entity with Workflow and Progress table

    I need to create a primary entity with workflow. It needs to have progress table and should function like Opportunity(similar screens). Is there any related documents which will help to create the needed ASP pages, provide mapping to progress tables.
  • Forum Thread: Unlock user Issue

    Hi All, In CRM7.0 one of the user account is locked. I just Unlock that user and it was Unlocked. But when I try to logon with the unlocked username Case workflow is not working(Workflow action button's in the right side of newly created case summary page is not shown but workflow is Activated...
  • Forum Thread: Setting Specific Field Values on Opportunity (Workflow) Selection

    My issue has been that when creating a new opportunity in a workflow, it won't let me set the oppo_type to anything when the action is set up in the primary rule. At any other time in the life of the workflow I want to change the Details box oppo_type, it will let me, just not in that first Rule...